Episode description
20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO
Episode description
Sridhar Ramaswamy is the CEO @ Snowflake, the $60BN public company with $3.5BN in revenue growing 30% per year. Sridhar joined Snowflake following his company, Neeva, being acquired by them for $150M. Prior to founding Neeva, Ramaswamy spent 15 years at Google where he had an integral part in the growth of AdWords and Google’s advertising business from $1.5 billion to over $100 billion.
In Today’s Episode We Discuss:
1. OpenAI vs Deepseek vs Anthropic:
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Why will OpenAI beat Deepseek? What does no one see with Deepseek that they should see?
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Why has OpenAI beaten Anthropic? What elements turn a model from a commodity into a sustaining product suite?
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Will model providers become application providers?
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Will OpenAI be the biggest killer of startups in the next 10 years?
2. Snowflake vs Nvidia & Databricks:
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To what extent is Sridhar concerned NVIDIA will move into the data layer and compete with Snowflake?
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How does Sridhar view the competition from Databricks? What have they done better than them? What have they done worse than them and lost on?
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Does being private hurt or help Databricks in their fight against Snowflake?
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If Sridhar could, would he take Snowflake private today?
3. Leadership, Parenting, Money:
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Do richer leaders make better leaders? How does being rich change the mindset of a leader?
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What are Sridhar’s biggest lessons when it comes to parenting?
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What about the way that Sridhar was brought up, did he do deliberately differently with his kids?